📅 13Fs and 10Ks

Over the last week or so there have been some notable publications of 10Ks (annual reports) by public companies and filings of 13Fs (portfolio disclosures) by investment managers.

10Ks

We've recently seen annual reports from Fortinet, Cadence Design System and Comfort Systems USA - and they did not disappoint. The below table breaks down the earnings releases for 9 of the 10 companies in the Long Equity portfolio. The final company, NVIDIA, releases their earnings this Wednesday.

Let's take a look at how each company has performed since joining the Long Equity portfolio. The below table sorts the 10 companies in the portfolio by when they were first bought.